John Martin L President

John Martin L President Email and Phone Number

Founder and President @ Compass Wealth Strategies
New York, United States
John Martin L President's Location
Buffalo-Niagara Falls Area, United States, United States
John Martin L President's Contact Details

John Martin L President work email

John Martin L President personal email

n/a
About John Martin L President

★ Helping 100's of High-Earning Professionals Achieve Their Financial Objectives, Protect Their Wealth from Multiple Financial Risks to Meet or Exceed Their Goals ★ √ Are you concerned that although you are a high earner, your lifestyle after retirement won't adequately maintain your lifestyle?√ How are you addressing the retirement risks of taxes, inflation, market volatility, sequence of returns, and rising healthcare expenses?√ Do you know if you're paying the least amount of taxes possible?With over 35+ years of expertise, I help Business Owners, C-level executives, and High-Earning Professionals to grow and preserve their wealth through the lens of tax reduction planning and asset protection.Some of our clients that planned for a tax-free retirement, not only retained the income they made while working but experienced an increase!Please ask for a Complimentary Consultation to discuss your financial concerns and/or receive a "stress test" of your current financial plan so we can best help you get the desired results. ★ NEXT STEP ★ If you’d like to chat, please DM me, contact me at jmartin@procws.com or schedule directly with me at calendly.com/jmartin-120/30min For more information www.compasswealthstrategies.net ★ What Makes Us Different ★ As an independent wealth advisor, I only recommend the solutions that are best for my client's needs and wants, and we always offer all the education needed to make an informed decision. Working with integrity is one of our core values, we possess great knowledge about multiple wealth solutions, and we feel it’s our privilege to help you obtain peace of mind. ★ Outstanding Outcomes Include ★√ Throughout my career, I’ve been able to increase a large number of client’s wealth, some of them by over 1 Million dollars over their lifetime.√ Reduced tax liability√ Provided worry-free retirement. ★ Specialties Include ★ Independent Wealth Advisor, Tax Reduction Specialist, Certified Estate Planner, Registered Financial Consultant, Retirement Income Planning to Minimize Taxes and Maximize Income, Investment Portfolio Design - Customized to Your Risk Capacity Using Independent World-Class Institutional Money Managers

John Martin L President's Current Company Details
Compass Wealth Strategies

Compass Wealth Strategies

View
Founder and President
New York, United States
Employees:
1
John Martin L President Work Experience Details
  • Compass Wealth Strategies
    Founder And President
    Compass Wealth Strategies
    New York, United States
  • Compass Wealth Strategies
    Founder & President
    Compass Wealth Strategies Sep 2006 - Present
    Hamburg, Ny , Us
    I work with Business owners and Medical Professionals to identify their financial reality and design strategies to best achieve their goals that are in line with their values.★ Solutions And Resources for Employers or Property Owners ★EmployersUse this simple tool to instantly see what tax credits you potentially qualify for, just for hiring employees! https://gmg.me/256661Property OwnersUse this simple tool to instantly see what tax credits you potentially qualify for, just for owning property https://propertytaxcredits.com/256661
  • Prudential Financial
    Estate Planning Consultant
    Prudential Financial 2000 - 2006
    Newark, New Jersey, Us
    Designed strategies to protect, preserve , and transfer estate assets

John Martin L President Skills

Strategic Financial Planning Strategic Planning Wealth Management Retirement Planning Wealth Business Development Estate Planning Finance Investments Pensions Comprehensive Financial And Retirement Tax Advantaged Strategies Retirement Plan Design Tax Mitigation Planning Financial Advisory Small Business Asset Allocation Negotiation Tax Planning Debt Elimination Asset Protection Cash Flow Management Golf Project Planning Real Estate Transactions

John Martin L President Education Details

  • Rochester Institute Of Technology
    Rochester Institute Of Technology
    Business Administration & Economics

Frequently Asked Questions about John Martin L President

What company does John Martin L President work for?

John Martin L President works for Compass Wealth Strategies

What is John Martin L President's role at the current company?

John Martin L President's current role is Founder and President.

What is John Martin L President's email address?

John Martin L President's email address is jo****@****stx.com

What schools did John Martin L President attend?

John Martin L President attended Rochester Institute Of Technology.

What skills is John Martin L President known for?

John Martin L President has skills like Strategic Financial Planning, Strategic Planning, Wealth Management, Retirement Planning, Wealth, Business Development, Estate Planning, Finance, Investments, Pensions, Comprehensive Financial And Retirement Tax Advantaged Strategies, Retirement Plan Design.

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